Overview of Collaboration Setup

First time users needs to complete the tasks in the following list, and familiarize yourself with different user interfaces and basic navigation. The structure of this guide speeds up your implementation by providing a direct link to each core setup task.

Use the following procedure to access the setup tasks, subject to your privileges:

• Rules to setup: Check the rules to setup collaboration. See Visibility Configuration for Collaboration for details.

• Configure groups and helpdesks: You need to create user groups and helpdesk groups, based on your business requirement and privilege levels. See Configure User Groups and Helpdesks for details.

• Add users to the groups: You can assign users to a user group or helpdesk. See Assign Users to the Collaboration Group for details.

• Enable permissions: You need enable collaboration access permission to the user type. See Enable Collaboration Permissions for details.